Weekly Market Minute – Boyd Watterson

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Weekly Market Minute

January 13, 2021

Financial markets remain focused on 2021 rate of change recovery.

We have been reiterating that investors and market prices continue to focus on the pending recovery in economic and corporate...

January 6, 2021

Financial market performance has been strong recently, but investors may still not be fully allocated.

The S&P 500 Index ended 2020 by increasing 13% over the final two months. Cyclical industries like Energy and Financials...

December 16, 2020

Central bank balance sheet growth has not led to sustained inflation levels in-line with developed market central bank targets.

In a prior post, we discussed some of the monetary and fiscal policy tools that have been implemented in Japan...

December 9, 2020

Near-term economic data is likely going to weaken as more mobility restrictions are put in place. However, as long as the outlook for recovery in 2021 is not altered, cyclical assets will likely continue to lead.

Recently, we have been noting how strong investment markets have been performing, led by cyclical, economically sensitive areas. This is...

December 2, 2020

Volatility signals across regions and asset classes are suggesting positive things to come for 2021.

We track a variety of market and macro factors to determine how the economy is progressing and signs that the...

November 24, 2020

Market signals are indicating that investors continue to remain focused on the post vaccine recovery.

Last week, we highlighted that gross domestic product (GDP) and inflation are likely to accelerate year over year in 2021,...

November 18, 2020

Investors are trying to position for the pending recovery while also navigating the current risks that are still present.

Last week, Pfizer announced some promising news regarding their COVID-19 vaccine trial (as did Moderna this week). Some of the...

November 12, 2020

The countries that have been able to gain more control over COVID cases have been outperforming and reporting stronger economic data, providing insight into the most impactful near-term economic policy for the U.S. and Europe.

In a prior post, we discussed the importance of the service sector to developed market economies and how gaining control...

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